Our Services

We work to ensure that each client meets its filing and reporting obligations in a timely manner. We strive to minimize the impact on your business as we perform our services. Communication is the driver of a good relationship and we keep an open channel for any questions or concerns that may arise. We understand every business is of a different size, has different roles and responsibilities, processing time, and we work with you to ensure maximum results.    

Assurance

 

Audit

Audits are done to obtain the highest level of assurance to third parties. This requires an in-depth examination of account balances and selected transactions.

 

Usually a regulatory agency or outside lender/owner will require an audit to ensure compliance with local and state regulations, loan provisions or financial solvancy.

 

Review

Reviews are less in scope than an audit. A review provides limited assurance to outside interests. A review involves the use of inquiries and analytical procedures to confirm financial statement matters and identify any items requiring further analysis.

 

California homeowners associations will require a review when revenues earned for the year pass certain thresholds.

 

Compilation

A compilation is the process where we present information in the form of a financial statements. We express no opinion or assurance on these statements. We will rely on our knowledge of accounting principles and a general understanding of your business to perform this service.

 

Startups may need a compiled financial statement to receive funding consideration.

 

What we offer:

We will work with you to understand your business needs and requirements for attest services. Let our team of knowledgeable CPA's perform the work using our experience and competitive pricing to ensure your satisfaction.   

 

Tax

 

 

Preparing your own income tax return can be a difficult task that leaves you feeling uneasy. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

 

Today’s tax laws are continuously changing and getting more complex. Even filing a simple return can be a challenge. It is common to overlook deductions and credits to which you are entitled. Self-preparation tax software is a one-size fits all product which will not be advantageous to your specific needs. There is no substitute for the assistance of an experienced tax professional.

 

What we offer:

  • We will use our professional software and our experience to identify potential problems and review the math to limit IRS contacts.

  • We will ensure that all filings on your behalf are in compliance with state and federal filing requirements.

  • Your tax return can be filed electronically so you will get a refund more quickly.

Consulting

 

Agreed Upon Procedures

The purpose of an AUP is to find additional comfort in a specific area of concern. Any entity can request that additional testing procedures be performed in key areas to review for any suspected wrongdoings or for added clarity.  

 

Internal Controls Testing

Internal control testing is a method of reviewing financial operating processes at the accounting or management level of an entity. We will review the control environment and provide feedback regarding any issues found relating to segregation of duties, review procedures, reconciliations, cash handling, authorizations and other manual/system controls.    

 

What we offer:

We are open to discuss with you whatever additional needs your business requires and can make suggestions on additional work we can perform to fulfill those needs.